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A Holistic Financial Planning Approach

Build a lifelong relationship with a professional team that cares.

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Our Professionals

Our team approach offers a range of services to serve our clients better.

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Serving Individuals & Businesses

We can help you create an approach that is designed to address your unique situation.

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Client Care

We serve our clients by putting their interests before our own.

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Customized Financial Planning Strategies For the Many Milestones in Life

In an ever-changing financial climate, it can be difficult to confidently create a financial plan, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals.

Consolidated Planning, Inc. is an independent financial services firm dedicated to serving and assisting clients with their greatest financial concerns. We offer comprehensive holistic financial planning which includes a focus on insurance planning, investment planning and business planning. Our utmost goal is to serve and provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have served and helped young professionals, business owners, entrepreneurs, growing families, and retirees pursue their financial dreams.

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